Private Wealth Management Group’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1K | Sell |
250
-186
| -43% | -$9.74K | ﹤0.01% | 412 |
|
|
2025
Q1 | $21.7K | Buy |
436
+186
| +74% | +$9.27K | 0.01% | 278 |
|
|
2024
Q4 | $12.1K | Hold |
250
| – | – | ﹤0.01% | 421 |
|
|
2024
Q3 | $11.3K | Hold |
250
| – | – | ﹤0.01% | 422 |
|
|
2024
Q2 | $10.3K | Hold |
250
| – | – | ﹤0.01% | 437 |
|
|
2024
Q1 | $10.5K | Hold |
250
| – | – | ﹤0.01% | 400 |
|
|
2023
Q4 | $9.4K | Buy |
+250
| New | +$9.4K | ﹤0.01% | 421 |
|